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📊 Portfolio Re-Balancing Tool

Investment Details

⚙️ Basic Settings

▼
100 110 120
0% 5 15%
3% 5 10%

🎛️ Advanced Settings

▼

Customize allocation percentages and expected returns for each asset class

📋 Quick Presets

Choose a preset template or customize your own allocation

📊 Asset Allocation Breakdown

Customize how your equity and debt investments are distributed

Equity Sub-allocation (100%)
Debt Sub-allocation (100%)

📈 Expected Returns (CAGR)

Set your expected annual returns for different asset classes

1% 10 20%
1% 6 15%
1% 5 10%

📂 Upload Your Portfolio (Optional)

▼

Required CSV Format:

  • ticker - Stock/instrument symbol
  • asset_class - Asset category
  • quantity - Number of units
  • cost_basis - Purchase price per unit
  • market_value - Current price per unit

Supported Asset Classes:

Large Cap Equity Mid Cap Equity Small Cap Equity Government Debt Corporate Debt Cash Gold
📄

Drop your CSV file here

or click to browse

📊

Ready to Optimize Your Portfolio

Configure your investment preferences and advanced settings to get a highly personalized allocation strategy.

✓ Custom allocation breakdowns
✓ Personalized return assumptions
✓ Real-time validation
✓ Professional templates

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